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CLIENT SERVICE ASSOCIATE
Stifel - Bethel Park, PA
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. Es...
CLIENT SERVICE ASSOCIATE
Stifel - Dublin, OH
Summary The Client Service Associate supports the Financial Advisor (FA) in the daily administration of their business by opening new accounts, preparing and processing investment documentation, and maintaining all related files and paperwork. This position will interact with clients regularly regarding account maintenance and transactions. If not currently licensed an...
CLIENT SERVICE ASSOCIATE
Stifel - Grand Rapids, MI
Summary The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertiseme...
Annuity Solutions Specialist
Stifel - St. Louis, MO
Summary The Annuity Solutions Specialists are responsible for supporting and marketing the Firm's annuity products (fixed, immediate, indexed, buffered, and variable) to Financial Advisors via the telephone, email, and Stifel's intranet (Portal). Annuity Solution Specialists serve as product experts for any branch personnel with product-specific questions, technical, s...
Bilingual Operations Associate-International Digital Banking
Stifel - St. Louis, MO
Summary The International Digital Banking Operations Associate is responsible for driving departmental results for the ongoing support of Stifel's Digital Banking products. This position requires the ability to gain a sound understanding of department subject matter, including digital banking support, assisting with relevant training materials, and troubleshooting. Thi...
Regional Branch Administrator
Stifel - St. Louis, MO
Job Summary Coordinates with all branch managers within a region and provides strategic guidance and advice. Forms alliances and relationships, both internally and externally, that will serve the best interest for all affiliated branches. Tracks service performance of individual branches and implements corrective action as needed, in partnership with other internal dep...
Product Specialist-Digital Support
Stifel - St. Louis, MO
Summary The Product Specialist assists the team in researching and collaborating on digital strategies that drive the product's success. The Product Digital Specialist will be experienced in Stifel's client-facing technology and will periodically interface with members of Stifel's development, marketing, and branch personnel teams. In addition, responsibilities may inc...
Client Reporting Services Specialist
Stifel - St. Louis, MO
Summary The Client Report Services Specialist is responsible for assisting with the day-to-day support and on-going development of large-scale reporting platforms within Stifel's Investment Products and Services (IP&S) Group. The Specialist will perform daily tasks related to maintaining the reporting systems while also providing frontline support and consu...
Bank Specialist-Deposit Operations
Stifel - St. Louis, MO
Summary The Bank Specialist-Deposit Operations interacts with customers to provide a variety of general information in response to inquiries about products and services. Essential Duties & Responsibilities Responsible for daily processing of requests for documentation, account verifications and requests for exceptions. Re...
Business Analyst- Cash Product & Banking Services
Stifel - St. Louis, MO
Summary This role is a member of the Cash Management and Banking Services team, which is responsible for Brokerage Cash Management Accounts, the Bank Sweeps Program, Stifel Bank Deposit Accounts, Credit Cards programs and the Firm's payments strategy. This will require partnership with Bank Operations, Brokerage Operations, Financial Advisors, and cli...
Operations Coordinator-Stifel Independent Advisors
Stifel - St. Louis, MO
Summary The Operations Coordinator is responsible for multiple support staff duties for a branch location and also acts as liaison to home office associates. Essential Duties & Responsibilities Interacts with clients, advisors and operations via phone and email correspondence. Coordinates and processes incomin...
Operations Director-Settlements-Reorg
Stifel - St. Louis, MO
Summary The Operations Director of Settlements and Reorg oversees the receipt and delivery of securities (domestic and foreign) and money and daily reconciliation of the money balances due to or from the clearing organizations or the depository with books and records. The Director is also responsible for overseeing and managing adherence to industry rules, regulations,...
Client Service Associate - Not Registered
Stifel - Washington, DC
Summary Under immediate supervision, Client Services Associate (NR) assists one or more Financial Advisor(s) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communication...
Operations Assoc II-Document Control
Stifel - St. Louis, MO
Summary The Operations Associate II - Document Control is responsible for assisting branches in the review process for various documents of all account types across the firm and additional tasks that could require more experience and expertise. This position requires a sound understanding of processes and procedures regarding these account structures and document requi...
CLIENT SERVICE ASSOCIATE
Stifel - Chicago, IL
Summary The Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, ...
